Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas John Butler is a financial advisor at MAI Capital Management, LLC. Douglas has been in the financial industry since 1984 and has experience in portfolio management, investment advisory, and financial planning. Douglas is a Chartered Financial Analyst and has earned the Series 7, Series 8, and Series 63 licenses. Douglas has also worked for several other financial institutions, including McDonald Investments Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Roullston Research Corp. Douglas is a member of the investment committee for the YMCA of Greater Cleveland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
OH
03/03/2010 - Present
MAI Capital Management, LLC (CLEVELAND OH)
OH
09/09/2005 - 06/01/2006
PURSHE KAPLAN STERLING INVESTMENTS (CHAGRIN FALLS OH)
OH
05/08/1995 - 09/24/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
08/14/1990 - 02/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
09/27/1986 - 07/05/1990
ROULSTON RESEARCH CORP. (CLEVELAND OH)
NA
08/03/1984 - 08/05/1986
MONY SECURITIES CORP.
BC
Issued 07/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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